Middle Market Private Equity,
Experienced Partners for Growth
Our proven investment strategy focuses on the middle market, where we have a long history of helping companies unlock value and accelerate growth.
Firm inception 1998. Other figures as of 3/31/25. See full footnote at bottom of page.
Before establishing Charlesbank in 1998, we managed an investment portfolio directly for the Harvard University endowment, and we took our name from the nearby Charles River. Having an initial investor with such a long-term approach and a storied brand has informed the partnerships forged with all our investors and our approach as stewards of their capital. Across our three strategies, we invest with conservatism and integrity, aiming to leave all our constituents better off than when we began.
With a focused yet flexible strategy, we pursue high-quality businesses with compelling growth prospects. We have deep experience across several core verticals, investing in four primary sectors where we leverage pattern recognition, domain specialization and trusted relationships to scale high-potential opportunities. Our dedicated sector teams bring a collaborative style and strategic insight in support of management teams seeking to unlock long-term value, accelerate growth and build enduring, high-performing businesses.